Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPA 8.22%
2 MISL 8.01%
3 XKFF 6.05%
4 SHLD 5.39%
5 FCTE 5.25%
6 ORFN 4.83%
7 NATO 4.67%
8 DVAL 4.63%
9 SCHD 4.22%
10 ROKT 4.20%
11 UTRN 4.07%
12 XAR 3.93%
13 GCAD 3.77%
14 PKW 3.58%
15 WBIF 3.54%
16 VSMV 3.52%
17 WBIG 3.47%
18 NUKZ 3.16%
19 CCOR 3.08%
20 VALQ 3.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 36.33M (21.18%) -722.22K
Decreased by -1.99%
Mar 31, 24
2 State Street Corp 34.93M (20.37%) -417.51K
Decreased by -1.20%
Dec 31, 24
3 Vanguard Group Inc 21.49M (12.53%) 36.39K
Increased by +0.17%
Dec 31, 24
4 BlackRock Inc 16.60M (9.68%) -1.10M
Decreased by -6.64%
Dec 31, 24
5 Charles Schwab Investment Management Inc 7.47M (4.36%) 1.13M
Increased by +15.16%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 5.22M (3.04%) -218.53K
Decreased by -4.19%
Dec 31, 24
7 Geode Capital Management, LLC 4.89M (2.85%) 59.60K
Increased by +1.22%
Dec 31, 24
8 Capital World Investors 3.67M (2.14%) -216.51K
Decreased by -5.90%
Dec 31, 24
9 Bank of America Corp 3.15M (1.84%) -153.59K
Decreased by -4.87%
Dec 31, 24
10 FMR Inc 3.01M (1.76%) -378.09K
Decreased by -12.56%
Dec 31, 24
11 Capital Research Global Investors 2.94M (1.72%) -235.33K
Decreased by -8.00%
Sep 30, 23
12 Wellington Management Company LLP 2.61M (1.52%) -461.25K
Decreased by -17.65%
Dec 31, 24
13 Northern Trust Corp 2.26M (1.32%) 134.66K
Increased by +5.96%
Dec 31, 24
14 Royal Bank of Canada 2.26M (1.32%) 16.01K
Increased by +0.71%
Dec 31, 24
15 Amvescap Plc. 2.13M (1.24%) 318.01K
Increased by +14.92%
Dec 31, 24
16 GAMMA Investing LLC 1.99M (1.16%) 1.99M
Increased by +99.76%
Mar 31, 25
17 Wells Fargo & Co 1.96M (1.14%) -550.66K
Decreased by -28.16%
Dec 31, 24
18 Ameriprise Financial Inc 1.89M (1.10%) -100.14K
Decreased by -5.30%
Dec 31, 24
19 UBS Group AG 1.89M (1.10%) 218.00K
Increased by +11.56%
Dec 31, 24
20 Bank of New York Mellon Corp 1.74M (1.02%) 15.09K
Increased by +0.87%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.54M (4.40%) -65.22K
Decreased by -0.86%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.44M (4.34%) -35.29K
Decreased by -0.47%
Mar 31, 25
3 Schwab US Dividend Equity ETF™ 5.83M (3.40%) 4.60K
Increased by +0.08%
Mar 29, 25
4 Vanguard Institutional 500 Index Trust 5.82M (3.39%) -28.98K
Decreased by -0.50%
Mar 31, 25
5 Fidelity 500 Index 2.64M (1.54%) 11.77K
Increased by +0.45%
Feb 28, 25
6 Fidelity® 500 Index 2.61M (1.52%) 16.62K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF 2.61M (1.52%) -55.60K
Decreased by -2.13%
Mar 31, 25
8 iShares Core S&P 500 ETF 2.56M (1.49%) 7.38K
Increased by +0.29%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 2.54M (1.48%) 5.76K
Increased by +0.23%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 2.54M (1.48%) -13.28K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.51M (1.46%) -42.07K
Decreased by -1.68%
Mar 31, 25
12 Vanguard Value Index Inv 2.06M (1.20%) 18.79K
Increased by +0.91%
Mar 31, 25
13 American Funds Income Fund of Amer A 1.97M (1.15%) -211.02K
Decreased by -10.70%
Mar 31, 25
14 Vanguard Institutional Index I 1.29M (0.75%) -18.50K
Decreased by -1.43%
Mar 31, 25
15 American Funds American Mutual A 1.25M (0.73%) -2.60K
Decreased by -0.21%
Sep 30, 23
16 Capital Group American Mutual Comp 1.25M (0.73%) -2.60K
Decreased by -0.21%
Sep 30, 23
17 Vanguard Dividend Growth Inv 1.24M (0.72%) -307.73K
Decreased by -24.78%
Dec 31, 24
18 iShares US Aerospace & Defense ETF 1.18M (0.69%) 0.00
Increased by 0.00%
Nov 30, 24
19 Vanguard Dividend Appreciation ETF 1.12M (0.65%) -78.22K
Decreased by -7.01%
Mar 31, 25
20 State St S&P 500® Indx SL Cl III 1.08M (0.63%) 60.28K
Increased by +5.58%
Mar 31, 25